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Client profile · Fintech

Fintech platform for automated trading tools

A fintech company offering tools for automated trading. Vantage Point configured Salesforce high velocity sales and Lightning Dialer for its sales team.

Texas Client since 2019 1 engagement

What Vantage Point delivered

  • Configured Salesforce high velocity sales for a fintech sales team
  • Set up Lightning Dialer for outbound calling

Platforms

SalesforceSales Cloud

Services

Implementation

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